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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,417 | $81,331-89.7% | $155,534-94.6% | $80,935-89.6% |
| Participation rate | 60.7% | 66.3%-5.5pp | 78.2%-17.5pp | 67.7%-6.9pp |
| Annual return | 17.03% | 33.37%-16.3pp | 64.92%-47.9pp | 35.66%-18.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,993 | $3,454-42.3% | $5,630-64.6% | $4,299-53.6% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |